Truist Financial Corp
TFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000092230
In the last 90 days, Truist Financial Corp insiders filed 1 open-market purchase and 3 sales; 1,707 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q3 2022
Institutional positions in Truist Financial Corp as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,427
- −3 vs. Q2 2022
- Shares held
- 977.5M
- −2.13M (−0.2%) vs. Q2 2022
- Total value
- $42.6B
- −$3.84B (−8.3%) vs. Q2 2022
- New holders
- 95
- 630 more added
- Sold out
- 98
- 488 more reduced
19 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,707 | $46.7B |
| Q1 2026 | 1,648 | $42.7B |
| Q4 2025 | 1,669 | $47.2B |
| Q3 2025 | 1,562 | $43.3B |
| Q2 2025 | 1,549 | $41.3B |
| Q1 2025 | 1,558 | $40.1B |
| Q4 2024 | 1,569 | $42.1B |
| Q3 2024 | 1,480 | $41.2B |
| Q2 2024 | 1,424 | $37.8B |
| Q1 2024 | 1,423 | $36.9B |
| Q4 2023 | 1,399 | $35.2B |
| Q3 2023 | 1,272 | $26.7B |
| Q2 2023 | 1,311 | $29.2B |
| Q1 2023 | 1,399 | $33.1B |
| Q4 2022 | 1,491 | $42.2B |
| Q3 2022 | 1,427 | $42.6B |
| Q2 2022 | 1,449 | $46.4B |
| Q1 2022 | 1,508 | $55.6B |
| Q4 2021 | 1,488 | $56.9B |
| Q3 2021 | 1,387 | $57.2B |
| Q2 2021 | 1,353 | $53.5B |
| Q1 2021 | 1,376 | $57.3B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 71,575 | $3.12M | 0.02% | −168,240−70.2% | Reduced |
| Pendal Group Limited | 72,493 | $3.16M | 0.03% | −4,680−6.1% | Reduced |
| HB Wealth Management, LLC | 72,965 | $3.18M | 0.07% | −1,542−2.1% | Reduced |
| Viking Fund Management LLC | 73,000 | $3.18M | 0.75% | 00.0% | Unchanged |
| Signature Wealth Management Group | 73,215 | $3.19M | 1.62% | +2,309+3.3% | Added |
| Financial Advisory Partners, LLC | 73,380 | $3.19M | 1.39% | +49,200+203.5% | Added |
| Parsec Financial Management, Inc. | 73,795 | $3.21M | 0.16% | −6,921−8.6% | Reduced |
| Blair William & Co | 74,830 | $3.26M | 0.01% | +17,515+30.6% | Added |
| Prudential PLC | 74,925 | $3.26M | 0.05% | +5,431+7.8% | Added |
| Cubist Systematic Strategies, LLC | 75,033 | $3.27M | 0.02% | −92,216−55.1% | Reduced |
| Occudo Quantitative Strategies LP | 76,294 | $3.32M | 0.26% | +76,294 | New |
| Hallmark Capital Management Inc | 77,470 | $3.37M | 0.34% | +1,394+1.8% | Added |
| Sit Investment Associates Inc | 77,470 | $3.37M | 0.10% | +2,125+2.8% | Added |
| Crossmark Global Holdings, Inc. | 78,330 | $3.41M | 0.09% | +1,355+1.8% | Added |
| Kavar Capital Partners Group, LLC | 78,561 | $3.42M | 0.87% | +475+0.6% | Added |
| Metropolitan Life Insurance Co | 78,967 | $3.44M | 0.16% | −1,226−1.5% | Reduced |
| Reliant Investment Management, LLC | 80,052 | $3.48M | 2.48% | +838+1.1% | Added |
| Whitener Capital Management, Inc. | 80,873 | $3.52M | 1.66% | +11,918+17.3% | Added |
| Natixis | 81,684 | $3.56M | 0.02% | −21,060−20.5% | Reduced |
| Concord Wealth Partners | 82,499 | $3.59M | 1.14% | +170.0% | Added |
| Pettyjohn, Wood & White, Inc | 82,560 | $3.60M | 0.96% | −80.0% | Reduced |
| YHB Investment Advisors, Inc. | 82,875 | $3.61M | 0.40% | −1,402−1.7% | Reduced |
| Eastern Bank | 82,991 | $3.61M | 0.21% | +297+0.4% | Added |
| Bridge Creek Capital Management LLC | 83,225 | $3.62M | 1.56% | +1,240+1.5% | Added |
| Capital Insight Partners, LLC | 84,345 | $3.67M | 0.99% | −8,782−9.4% | Reduced |
| Cypress Capital Management LLC | 84,422 | $3.68M | 0.68% | −25,339−23.1% | Reduced |
| Louisiana State Employees Retirement System | 84,900 | $3.70M | 0.11% | +600+0.7% | Added |
| We Are One Seven, LLC | 31,556 | $3.73M | 0.36% | +4,906+18.4% | Added |
| Sandhill Capital Partners LLC | 86,903 | $3.78M | 0.43% | +140.0% | Added |
| Westover Capital Advisors, LLC | 87,262 | $3.80M | 1.45% | −2,022−2.3% | Reduced |
| Level Four Advisory Services, LLC | 87,335 | $3.80M | 0.37% | +321+0.4% | Added |
| Norinchukin Bank, The | 87,783 | $3.82M | 0.08% | +11,508+15.1% | Added |
| Daiwa Securities Group Inc. | 87,812 | $3.82M | 0.03% | +3,241+3.8% | Added |
| PGGM Investments | 87,998 | $3.83M | 0.07% | +87,998 | New |
| AlphaCrest Capital Management LLC | 88,629 | $3.86M | 0.24% | +40,704+84.9% | Added |
| Huntington National Bank | 88,886 | $3.87M | 0.04% | −3,167−3.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 91,260 | $3.97M | 1.09% | +9,391+11.5% | Added |
| Intact Investment Management Inc. | 91,700 | $3.99M | 0.13% | 00.0% | Unchanged |
| BancorpSouth Bank | 92,668 | $4.04M | 0.42% | +92,668 | New |
| Edmond de Rothschild Holding S.A. | 93,912 | $4.09M | 0.11% | +502+0.5% | Added |
| Am Investment Strategies LLC | 94,606 | $4.12M | 1.51% | +1,163+1.2% | Added |
| Old Point Trust & Financial Services N A | 94,617 | $4.12M | 2.07% | +10,728+12.8% | Added |
| First National Trust Co | 94,638 | $4.12M | 0.24% | +20,206+27.1% | Added |
| GWM Advisors LLC | 95,847 | $4.17M | 0.07% | +1,025+1.1% | Added |
| Wealthfront Advisers LLC | 96,016 | $4.18M | 0.02% | +3,910+4.2% | Added |
| Bokf, NA | 96,263 | $4.19M | 0.08% | −58,839−37.9% | Reduced |
| Griffin Asset Management, Inc. | 96,992 | $4.22M | 0.70% | +11,925+14.0% | Added |
| Hantz Financial Services, Inc. | 97,471 | $4.24M | 0.15% | +2,444+2.6% | Added |
| Worldquant Millennium Advisors LLC | 98,895 | $4.31M | 0.10% | −64,557−39.5% | Reduced |
| Cetera Advisor Networks LLC | 98,924 | $4.31M | 0.05% | +17,664+21.7% | Added |
| SG Americas Securities, LLC | 99,342 | $4.33M | 0.07% | +70,186+240.7% | Added |
| Elo Mutual Pension Insurance Co | 99,997 | $4.35M | 0.16% | −4,690−4.5% | Reduced |
| MUFG Securities EMEA plc | 100,000 | $4.35M | 0.09% | +100,000 | New |
| First Citizens Bank & Trust Co | 100,129 | $4.36M | 0.14% | −14,002−12.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 101,262 | $4.41M | 0.11% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 101,384 | $4.41M | 0.06% | −2,339−2.3% | Reduced |
| Cardinal Capital Management | 101,949 | $4.44M | 1.05% | +3,104+3.1% | Added |
| Advisory Services Network, LLC | 101,979 | $4.44M | 0.16% | +7,773+8.3% | Added |
| Capital Group Private Client Services, Inc. | 102,412 | $4.46M | 0.06% | −210,699−67.3% | Reduced |
| Bragg Financial Advisors, Inc | 102,919 | $4.48M | 0.31% | +10,518+11.4% | Added |
| Man Group plc | 103,278 | $4.50M | 0.02% | – | – |
| Ingalls & Snyder LLC | 103,412 | $4.50M | 0.25% | −721−0.7% | Reduced |
| Marshall Wace, LLP | 103,648 | $4.51M | 0.01% | −186,458−64.3% | Reduced |
| Kentucky Retirement Systems | 103,827 | $4.52M | 0.19% | +5,011+5.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 103,927 | $4.53M | 3.33% | −3,461−3.2% | Reduced |
| AQR Capital Management LLC | 104,095 | $4.53M | 0.01% | −16,163−13.4% | Reduced |
| LSV Asset Management | 104,100 | $4.53M | 0.01% | +82,400+379.7% | Added |
| Motco | 105,697 | $4.60M | 0.36% | −8,346−7.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 106,971 | $4.66M | 0.10% | +1,641+1.6% | Added |
| Morgan Dempsey Capital Management LLC | 107,362 | $4.67M | 1.54% | +107,362 | New |
| tru Independence LLC | 107,440 | $4.68M | 1.65% | +3,944+3.8% | Added |
| Zions Bancorporation, N.A. | 107,527 | $4.68M | 0.49% | +7,074+7.0% | Added |
| Securian Asset Management, Inc | 108,089 | $4.71M | 0.14% | +148+0.1% | Added |
| Opus Investment Management Inc | 108,100 | $4.71M | 1.10% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 108,652 | $4.73M | 0.26% | +18,783+20.9% | Added |
| Sandy Spring Bank | 111,280 | $4.84M | 0.31% | −5,455−4.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 112,499 | $4.90M | 0.11% | −382−0.3% | Reduced |
| Westpac Banking Corp | 113,616 | $4.95M | 0.08% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 104,741 | $4.97M | 0.38% | +319+0.3% | Added |
| Keating Investment Counselors Inc | 115,120 | $5.01M | 2.24% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 115,342 | $5.02M | 0.04% | −292,414−71.7% | Reduced |
| Flputnam Investment Management Co | 115,427 | $5.03M | 0.20% | +14,780+14.7% | Added |
| Tower Research Capital LLC (TRC) | 118,015 | $5.14M | 0.08% | +72,395+158.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 118,080 | $5.14M | 0.09% | +18,668+18.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 118,481 | $5.16M | 0.12% | +5,735+5.1% | Added |
| TownSquare Capital, LLC | 118,973 | $5.18M | 0.15% | +3,409+2.9% | Added |
| Smith, Salley & Associates | 119,069 | $5.18M | 0.48% | −473−0.4% | Reduced |
| Dakota Wealth Management | 119,092 | $5.19M | 0.42% | +85+0.1% | Added |
| Keybank National Association | 119,707 | $5.21M | 0.03% | +1,069+0.9% | Added |
| XML Financial, LLC | 120,060 | $5.23M | 0.73% | +115,348+2,448.0% | Added |
| Balyasny Asset Management LLC | 121,387 | $5.29M | 0.02% | −883,384−87.9% | Reduced |
| Susquehanna International Group, LLP | 123,690 | $5.38M | 0.01% | −113,854−47.9% | Reduced |
| Hyman Charles D | 125,747 | $5.47M | 0.42% | 00.0% | Unchanged |
| Colonial Trust Advisors | 125,804 | $5.48M | 0.74% | +4,361+3.6% | Added |
| Independent Advisor Alliance | 126,256 | $5.50M | 0.32% | −152,643−54.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 126,250 | $5.50M | 0.06% | +126,250 | New |
| LaFleur & Godfrey LLC | 127,623 | $5.56M | 0.99% | −7,075−5.3% | Reduced |
| KBC Group NV | 129,029 | $5.62M | 0.03% | −11,161−8.0% | Reduced |
| Xponance, Inc. | 130,020 | $5.66M | 0.11% | +21,396+19.7% | Added |
| Terry L. Blaker | 130,697 | $5.69M | 0.57% | +1,724+1.3% | Added |